异动解读｜Lumentum Holdings夜盘上涨3.05%，谷歌上调资本开支叠加光器件供需紧张持续提振

行情直击07-27

7月27日，Lumentum Holdings夜盘上涨3.05%，报786.24美元/股，成交额189.93万美元。

消息面上，谷歌母公司Alphabet此前发布财报，将全年资本支出指引上调至1950亿至2050亿美元，同时OpenAI将2030年前算力支出预测从6000亿美元上调至7500亿美元，AI基建军备竞赛持续升级，直接利好光通信上游器件需求。机构层面，巴克莱将Lumentum评级上调至"超配"，目标价1000美元；摩根大通维持跑赢大盘评级，目标价上调至1165美元，华尔街均价共识约1126美元。分析师指出，公司在EML、泵浦及窄线宽激光器领域供需持续紧张，短期难以缓解的供应链短缺赋予公司较强定价权。公司下次财报预计于8月11日发布，市场预期每股收益2.62美元。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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